Money Purchase · DOL Form 5500 · 2023
Heat & Frost Insulators and Allied Money Purchase Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 665
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $17,673
- Avg per participant Low balance/head
Official DOL plan name: Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan · Sponsored by Heat & Frost Insulators and Allied · Indiana · Construction
$12M in assets, 665 participants
Heat & Frost Insulators and Allied's Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan reported $12M in total assets and 665 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,481 in Construction (9,030 peers)
Heat & Frost Insulators and Allied multi-year trail
Heat & Frost Insulators and Allied's plans moved +39.9% in assets from 2022 to 2024; this filing shows Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan at $12M / 665 participants.
- #5,481
- in Construction (9,030 peers)
- +16.8%
- assets growth YoY
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan's mid-pack asset rank among Construction and all filers
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,752,759 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan sits mid-pack in the medium band (665 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan reported participants rose from 608 in the plan year 2022 filing to 665 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 311028544 · Heat & Frost Insulators and Allied PY 2023 · Money Purchase
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan · $12M · 665 · 62nd
- 5500 $12M
- 5500 665
- 5500 62nd
- 5500 Money Purchase
- 5500 near Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan
- 5500 ind #5481
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Indiana →
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan in the asset neighbourhood
Heat & Frost Insulators and Allied multi-year asset trail
Sponsor-wide plan assets over time
All Heat & Frost Insulators and Allied plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 39.85410717617518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 608 | $10M |
| 2023 | 1 | 665 | $12M |
| 2024 | 1 | 490 | $14M |
Heat & Frost Insulators and Allied filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 311028544 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- I.B.E.W Local 697 Defined Contribution Plan $390M · 981
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $202M · 593
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $173M · 2,898
- IBEW Local 531 & NECA Money Purchase Pension Plan $121M · 540
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $115M · 1,051
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan in WI ($12M); by covered participants it is Plasterers Union Local No. 66 Supplemental Retirement Plan in CA (665 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (665 participants); asset peers above are excluded.
- Plasterers Union Local No. 66 Supplemental Retirement Plan (CA) 665 · 0 off
- Ila Warehouse Employees Pension Fund (NY) 665 · 0 off
- Tinker Federal Credit Union Target Benefit Plan (OK) 664 · 1 off
- Local Union 400 IBEW Joint Annuity Plan (NJ) 669 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.